Guys hurt today, rough month for a lot of them. K-3 to fresh new lows - off almost 20% peak to valley. Sentiment off too, 4% off its highs now. Elite off giving back yesterday’s gains. We have a very small account watching them. They did get a large allocation recently. Blended FX off a […]
So for the guys I’m watching - for the last few days, K-3 steady, CBM down 3.5%, Elite giving back th elast couple dayss, a little under 2%. VAM up strong, over 4% in two days. Mansfield steady, Devrim up a tiny bit one day, no trade the second. Fit slight recovery, and Coe nearing […]
Not a ton going on lately. Small hiccup with Yossi, apparently they will be running the system from their office, and it will run 100% of the time. The track record has a bit of discretion in it - where the trader who built it would run it and turn it off around news, volatility, […]
Took a bunch of folks from church out sailing last night. After was supposed to meet my FX friend and a Fit FX principal for dinner, I was late so went home and was going to go to bed, however they insisted I come out, I’m glad he did as I got to meet Nick. Great guy, stayed […]
Wow! The most volatile day in currencies since 1988 somebody told me. Craziness as the carry trades unwind in a quick way - Yen/Sterling moved 11 handles?? What? Pounded a bunch of traders - Econophysics, Coe slaughtered. Fit FX not Much. However - there were winners - K-3/King’s Crossing tore it up, doing very well, the […]
Got CBM up and running today - never a down month supposedly in over a year but 7+% drawdowns intramonth. I’ll keep you posted on how it trades. They’re up 2-3% roughly on the month and Damien thinks that’s bad…
My buddy should get FRI trading next week - very excited on that […]
Devrim is now at PFG - good news, took forever to get him to do the paperwork. He hasn’t actually started trading however, so we will see but I believe he will, spoke with him yesterday about it. He’s good. His big chunk of money is at another firm however, so we will see if […]
Quick update. Alderon down over 2%, Fit FX hurting, down over 8% I’d say since I started them. Maybe the big money that pulled from them knew what it was doing. I don’t really know much about them but my friend who showed them to me really likes them. We’ll see on that one. Devrim has […]
Spoke with FRI today - they are ready to go, so will let you know when they are live and I can see their trading.
Got an arb program through Sorrentino that has been making money 9 of 10 days - very impressive, I’ll be allocating to him soon. He’s a great one to know - […]
For whatever reason I’ve come into a bunch of new programs the last few days, several of which are very interesting. The FRI one I believe I mentioned, they’re still getting registered however so a bit of a delay there. CBM looks good, getting some accounts going there. And one just today from Sorrentino, an […]
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